The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC PUT 037833950 28,000 80,000 SH Put SOLE   80,000 0 0
CBS CORP NEW CL B 124857202 23,173 363,555 SH   SOLE   363,555 0 0
CROWN CASTLE INTL CORP COM 228227104 41,896 570,557 SH   SOLE   570,557 0 0
CABOT OIL & GAS CORP COM 127097103 7,752 200,000 SH   SOLE   200,000 0 0
DOLLAR GEN CORP NEW COM 256677105 41,797 692,920 SH   SOLE   692,920 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 35,395 588,639 SH   SOLE   588,639 0 0
EOG RES INC COM 26875P101 16,784 100,000 SH   SOLE   100,000 0 0
FREEPORT-MCMORAN COPPER & GO CALL 35671D907 10,500 300,000 SH Call SOLE   300,000 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 3,774 100,000 SH   SOLE   100,000 0 0
FRANCO NEVADA CORP COM 351858105 8,148 200,000 SH   SOLE   200,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 28,451 808,958 SH   SOLE   808,958 0 0
GOLDCORP INC NEW COM 380956409 3,251 150,000 SH   SOLE   150,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 5,806 50,000 SH   SOLE   50,000 0 0
GNC HLDGS INC COM CL A 36191G107 26,863 459,593 SH   SOLE   459,593 0 0
HOLLYFRONTIER CORP PUT 436106958 5,000 100,000 SH Put SOLE   100,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 16,688 750,000 SH   SOLE   750,000 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 11,789 171,719 SH   SOLE   171,719 0 0
INTL PAPER CO COM 460146103 4,903 100,000 SH   SOLE   100,000 0 0
INGERSOLL-RAND PLC SHS G47791101 6,160 100,000 SH   SOLE   100,000 0 0
JPMORGAN CHASE & CO COM 46625H100 19,274 329,580 SH   SOLE   329,580 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 14,049 175,000 SH   SOLE   175,000 0 0
MACYS INC COM 55616P104 31,624 592,214 SH   SOLE   592,214 0 0
MONSANTO CO NEW COM 61166W101 8,741 75,000 SH   SOLE   75,000 0 0
MOSAIC CO NEW CALL 61945C903 21,000 400,000 SH Call SOLE   400,000 0 0
MARATHON PETE CORP COM 56585A102 7,797 85,000 SH   SOLE   85,000 0 0
NIELSEN HOLDINGS N V COM N63218106 43,590 949,876 SH   SOLE   949,876 0 0
NUCOR CORP COM 670346105 5,338 100,000 SH   SOLE   100,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 26,638 579,979 SH   SOLE   579,979 0 0
OWENS CORNING NEW COM 690742101 55,913 1,373,102 SH   SOLE   1,373,102 0 0
PLAINS GP HOLDGS L P SHS A REP LTPN 72651A108 4,016 150,000 SH   SOLE   150,000 0 0
PRICELINE COM INC COM NEW 741503403 31,735 27,301 SH   SOLE   27,301 0 0
POTASH CORP SASK INC CALL 73755L907 14,000 400,000 SH Call SOLE   400,000 0 0
PVH CORP COM 693656100 24,124 177,353 SH   SOLE   177,353 0 0
QEP RES INC COM 74733V100 14,991 489,103 SH   SOLE   489,103 0 0
REALOGY HLDGS CORP COM 75605Y106 8,530 172,432 SH   SOLE   172,432 0 0
ROSS STORES INC COM 778296103 9,794 130,715 SH   SOLE   130,715 0 0
RANGE RES CORP COM 75281A109 6,323 75,000 SH   SOLE   75,000 0 0
SEAWORLD ENTMT INC COM 81282V100 27,239 946,789 SH   SOLE   946,789 0 0
SILVER WHEATON CORP CALL 828336907 3,800 200,000 SH Call SOLE   200,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 18,469 100,000 SH   SOLE   100,000 0 0
SPDR S&P 500 ETF TR CALL 78462F903 139,350 750,000 SH Call SOLE   750,000 0 0
TIME WARNER CABLE INC COM 88732J207 18,532 136,765 SH   SOLE   136,765 0 0
VALERO ENERGY CORP NEW COM 91913Y100 7,560 150,000 SH   SOLE   150,000 0 0
VALERO ENERGY CORP NEW CALL 91913Y900 10,500 250,000 SH Call SOLE   250,000 0 0
VALERO ENERGY CORP NEW PUT 91913Y950 8,800 200,000 SH Put SOLE   200,000 0 0
VITAMIN SHOPPE INC COM 92849E101 11,916 229,104 SH   SOLE   229,104 0 0
WILLIAMS COS INC DEL COM 969457100 9,643 250,000 SH   SOLE   250,000 0 0
WEYERHAEUSER CO COM 962166104 6,314 200,000 SH   SOLE   200,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 14,075 191,003 SH   SOLE   191,003 0 0
UNITED STATES STL CORP NEW COM 912909108 5,900 200,000 SH   SOLE   200,000 0 0
UNITED STATES STL CORP NEW CALL 912909908 6,750 250,000 SH Call SOLE   250,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 38,874 1,778,327 SH   SOLE   1,778,327 0 0
YUM BRANDS INC COM 988498101 8,095 107,057 SH   SOLE   107,057 0 0